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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,253 | $117,444+281.7% | $99,479+350.6% | $152,909+193.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 9.52% | 31.87%-22.3pp | 30.72%-21.2pp | 345.46%-335.9pp |
| Employer contribution / active EE | $10,000 | $3,014+231.8% | $2,540+293.7% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $76,042 | $7,635+895.9% | $6,253+1116.1% | $11,601+555.5% |